CRM Companies
Assigning companies to reps
Giving accounts an owner, sharing out a patch, and keeping company and contact ownership in step.
Last updated September 2, 2026
An account with an owner gets worked. Set Assigned To on the company's Key Information card, or across a filtered selection with bulk update.
Company and contact ownership are separate
Assigning a company does not reassign the contacts who work there, and vice versa. That is deliberate — a large account can have several reps on different people — but it does mean the two can drift apart without anyone noticing.
THE SIMPLE RULE THAT AVOIDS THE MESS
Unless you genuinely run team selling, keep a company and its contacts with the same owner. Reassign both together and the question "whose account is this?" never comes up.
Sharing out a patch
- Filter the companies list to the set you are moving — by owner, by stage, by area.
- Tick them and bulk update Assigned To.
- Do the same on the contacts list for the people at those accounts.
- Give the new owner a task on the biggest few so the handover actually happens.
Unassigning
Leaving the field empty in a bulk update clears the owner rather than skipping the field — useful when a patch is being redrawn, and worth knowing before you do it by accident.